Service Meeting Details
Comprehensive Service Meeting (Q1)
Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.
Review performance of all accounts under our management.
Discuss the stock market and economy as needed to support our email commentary.
Review performance of outside accounts (company 401k, savings, checking, etc.) if you provide us with statements.
Review all forms of debt, including mortgages, credit lines and credit cards.
Review the status and likelihood of reaching your stated goals.
Discuss upcoming events, such as tax law changes, that will impact your financial situation.
Review tax and estate planning strategies to verify they are accurate and up to date.
Review Life, Long Term Disability and Long Term Care insurance.
Discuss your feedback on the service you received from our firm during the past year.
Account Performance Reviews (Q3)
Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.
Review performance of all accounts under our management.